Create WebMerge documents from Clio matters

At your law firm, any amount of time you save by not doing tedious tasks si more time you can spend on more worthy billable hours. Cutting down on moving data from one app to another can save you hours and hours of time which you can put towards other things. By connecting Clio to WebMerge, you can automatically create new documents from any Clio matter.

How It Works

A new matter is created in Clio

Zapier automatically creates a document in WebMerge

What You Need

Create Webmerge contracts for new clients in Clio

Need a way to instantly generate contracts when you add new matters to Clio? Set up this Clio-WebMerge integration and when your firm adds a new matter, Zapier will automatically send matter and client information over to your WebMerge template, automatically populating the document.

Note: you will need a WebMerge account with a document template to use this Zap.

How this Clio-WebMerge integration works

A new matter is added to Clio

Zapier finds an existing contact in Clio

Zapier automatically creates a document in WebMerge

Apps involved

Populate WebMerge document templates with info from new Clio matters

Need a way to instantly generate court documents when you add new matters to Clio? Set up this Clio-WebMerge integration and when your firm adds a new matter, Zapier will automatically send matter and client information over to your WebMerge template, automatically populating the court document.

Note: you will need a WebMerge account with a document template to use this Zap.